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Oportun Financial
OPRT

Overview Fund Activity

120 hedge funds and large institutions have $128M invested in Oportun Financial in 2022 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 35 increasing their positions, 36 reducing their positions, and 24 closing their positions.

Holders
120
Holders Change
+4
Holders Change %
+3.45%
% of All Funds
1.94%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.08%
New
30
Increased
35
Reduced
36
Closed
24
Calls
$46K
Puts
$139K
Net Calls
-$93K
Net Calls Change
+$226K

Top Buyers

1
MA
1
Madrone Advisors
California
$5.14M
2
EH
2
EMG Holdings
Connecticut
$3.74M
3
PWAM
3
Park West Asset Management
California
$6.34M
4
TC
4
Tejara Capital
United Kingdom
$1.23M
5
RC
5
RBF Capital
California
$1.26M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.49M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$11.6M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$5.87M
4
BlackRock
4
BlackRock
New York
$14.2M
5
Norges Bank
5
Norges Bank
Norway
$0
Name Market Value Shares Shares
Change 		Shares
Change %
IVMX
1
Institutional Venture Management XIV
California
$18.8M 3,408,691 – –
BlackRock
2
BlackRock
New York
$14.2M 2,574,685 -224,435 -8%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$11.6M 2,112,942 -301,010 -12%
Vanguard Group
4
Vanguard Group
Pennsylvania
$8.25M 1,497,202 +56,086 +4%
PWAM
5
Park West Asset Management
California
$6.34M 1,150,000 +506,640 +79%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$5.87M 1,064,473 -253,148 -19%
ClearBridge Investments
7
ClearBridge Investments
New York
$5.85M 1,061,886 -1,462 -0.1%
GCGM
8
General Catalyst Group Management
Massachusetts
$5.2M 944,556 – –
MA
9
Madrone Advisors
California
$5.14M 932,957 +932,957 New
EH
10
EMG Holdings
Connecticut
$3.74M 678,538 +678,538 New
GCM
11
Glynn Capital Management
California
$3.24M 588,233 – –
Geode Capital Management
12
Geode Capital Management
Massachusetts
$2.91M 527,800 +20,988 +4%
State Street
13
State Street
Massachusetts
$2.71M 491,957 -37,345 -7%
Millennium Management
14
Millennium Management
New York
$2.54M 461,522 -124,378 -21%
ACM
15
Ashford Capital Management
Delaware
$2.02M 367,190 -6,108 -2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
16
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.63M 295,900 -19,900 -6%
Acadian Asset Management
17
Acadian Asset Management
Massachusetts
$1.52M 276,688 -5,181 -2%
Morgan Stanley
18
Morgan Stanley
New York
$1.49M 270,190 -662,511 -71%
RC
19
RBF Capital
California
$1.26M 228,084 +195,055 +591%
Northern Trust
20
Northern Trust
Illinois
$1.24M 224,223 -12,629 -5%
TC
21
Tejara Capital
United Kingdom
$1.23M 223,882 +223,882 New
Citadel Advisors
22
Citadel Advisors
Florida
$1.13M 204,951 +184,676 +911%
BCM
23
Bridgeway Capital Management
Texas
$1.1M 200,200 +51,200 +34%
Renaissance Technologies
24
Renaissance Technologies
New York
$1.06M 192,500 -53,200 -22%
HV
25
HST Ventures
Utah
$1.02M 185,997 – –
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